Posted 20 days ago
Personal Lines Insurance Broker
@ McFarlane Agencies (1967) Ltd
Okotoks, Alberta
Overview
McFarlane Agencies (1967) Ltd is hiring a full-time Personal Lines Insurance Broker in Okotoks, Alberta, on a hybrid schedule with some work-from-home flexibility. The role advises individuals and families on home, auto and other general insurance coverage, runs portfolio reviews and renewals, and requires a provincial general insurance licence or eligibility to obtain one.
Responsibilities:
- Advise clients on personal lines insurance products
- Ensure policies meet individual needs and regulatory requirements
- Keep current on product changes and market developments
- Uphold high standards of customer service and professionalism
- Collaborate with team members
Requirements summary:
- Knowledge of personal lines insurance brokerage and products
- Proven customer service skills
- Provincial general insurance licence (Level 1 or 2) or eligibility to obtain it
- Experience with brokerage management systems, CRM and office software
- Strong attention to detail and organization
- Comfort working in a hybrid environment
Tools & skills
Source and dates
Source type not verified · apify-linkedin
- Employer posting date
- 2026-10-26
- First seen by our source
- 2026-11-10
- Source record updated
- 2026-11-10
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Department | Sales |
| Hours per week | 40 (estimated) |
| Travel | air: none · ground: none |
| Work setting | Office, Home |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English |
Summary and details written by AI from the posting; the employer’s posting is the authority.
McFarlane Agencies (1967) Ltd
| Field | Value |
|---|---|
| Open jobs on Jobsy | 1 |
Company Description McFarlane Agencies (1967) Ltd. is an independent insurance brokerage specializing in general insurance for clients across Alberta, with a strong presence in Okotoks since 1975. As a second- and third-generation, locally owned and operated business, the agency emphasizes personalized service and long-term client relationships. Clients benefit from regular portfolio reviews, comparative market analysis at each renewal, and proactive guidance in an evolving insurance landscape. The team is committed to delivering professional, high-quality service that provides peace of mind for individuals and families.
Role Description The Personal Lines Insurance Broker is a full-time, hybrid role based in Okotoks, AB, with flexibility for some work-from-home arrangements. In this position, the broker will advise clients on personal lines insurance products, including home, auto, and other general insurance coverage, ensuring policies meet individual needs and regulatory requirements. Collaboration with team members, continuous learning about product changes and market developments, and upholding high standards of customer service and professionalism are key aspects of the role.
Qualifications
- Strong knowledge of personal lines Insurance Brokerage operations and Insurance products, including home, auto, and other general insurance coverage.
- Proven Customer Service skills, with the ability to build trust, communicate clearly, and provide prompt, professional support to diverse clients.
- Relevant provincial insurance license (such as Level 1 or Level 2 General Insurance License in Alberta) or eligibility to obtain it within a defined timeframe.
- Experience using brokerage management systems, CRM tools, and standard office software (e.g., email, spreadsheets, and document processing).
- Strong attention to detail, organizational skills, and the ability to manage multiple client requests and deadlines effectively.
- Comfort working in a hybrid environment
Journal
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